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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

587 hedge funds and large institutions have $6.41B invested in Schwab US Large-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 199 increasing their positions, 249 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
11.88%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.88%
New
53
Increased
199
Reduced
249
Closed
37
Calls
$15.4M
Puts
$587K
Net Calls
+$14.8M
Net Calls Change
+$14.8M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$92.3M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$77.5M
3
MG
Mather Group
Illinois
+$14.8M
4
Goldman Sachs
Goldman Sachs
New York
+$11.2M
5
AssetMark Inc
AssetMark Inc
California
+$9.25M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$93.1M
2
FMP
Financial Management Professionals
Texas
-$20.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.7M
5
UCFA
United Capital Financial Advisors
Texas
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
276
Bailard
California
$1.14M – – –
SG
277
StoneX Group
New York
$1.14M +$29.6K +2,056 +3%
LW
278
Linscomb Wealth
Texas
$1.13M +$1.27K +88 +0.1%
AWM
279
Aprio Wealth Management
Georgia
$1.12M -$258K -17,912 -19%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$1.12M -$99.3K -6,896 -8%
5L
281
55I LLC
Massachusetts
$1.11M -$79.8K -5,544 -7%
MMHP
282
Murphy Middleton Hinkle & Parker
Georgia
$1.11M +$21.5K +1,496 +2%
EP
283
Eudaimonia Partners
Tennessee
$1.09M +$62.1K +4,312 +6%
CHA
284
Carmichael Hill & Associates
Maryland
$1.07M -$5.99K -416 -0.6%
BDF
285
Black Diamond Financial
Maryland
$1.07M +$5.41K +376 +0.5%
BWL
286
Bogart Wealth LLC
Virginia
$1.06M +$157K +10,888 +17%
BA
287
Bristlecone Advisors
Washington
$1.06M +$691 +48 +0.1%
FAAS
288
First Allied Advisory Services
California
$1.04M -$109K -7,568 -9%
CIP
289
Capital Insight Partners
Arizona
$1.03M -$192K -13,376 -16%
SIAS
290
Shine Investment Advisory Services
Colorado
$1.01M -$22.8K -1,584 -2%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$990K -$38.3K -2,656 -4%
AWA
292
Arkadios Wealth Advisors
Georgia
$980K +$1.44K +96 +0.1%
SHA
293
Seneca House Advisors
Virginia
$973K -$130K -9,040 -12%
TFS
294
TrustCore Financial Services
Tennessee
$946K -$54.5K -3,784 -5%
FC
295
Fusion Capital
South Carolina
$933K -$63.1K -4,384 -6%
HFA
296
Hoover Financial Advisors
Pennsylvania
$925K +$12.2K +848 +1%
AFA
297
Atlanta Financial Associates
Georgia
$923K +$217K +15,064 +31%
CPIG
298
Chicago Partners Investment Group
Illinois
$898K +$373K +26,064 +71%
OAJ
299
Ogorek Anthony Joseph
New York
$892K -$126K -8,768 -12%
JC
300
Jentner Corp
Ohio
$867K -$40K -2,776 -4%
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